GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,821
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.02M
3
+$6.65M
4
AMZN icon
Amazon
AMZN
+$6.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.57M

Top Sells

1
+$9.82M
2
+$8.16M
3
+$5.26M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.89M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.13M

Sector Composition

1 Technology 11.27%
2 Financials 8.85%
3 Consumer Discretionary 3.8%
4 Healthcare 3.37%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3676
– –
-77
3677
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-4
3678
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-1,000
3679
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3680
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-1,546
3681
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-11
3682
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-168
3683
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-50
3684
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-28
3685
– –
-31,469
3686
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-1,000
3687
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-155
3688
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-540
3689
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-117
3690
– –
-1,755
3691
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-50
3692
– –
-1,188
3693
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-40
3694
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3695
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-73
3696
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-15
3697
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-1
3698
– –
-50
3699
– –
-25
3700
– –
-60
146 147
148
149 150